SW
SVB Wealth’s Marsh & McLennan MMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.85M | Buy |
+31,345
| New | +$6.85M | 0.37% | 60 |
|
|
2025
Q1 | – | Sell |
-78,679
| Closed | -$16.7M | – | 1675 |
|
|
2024
Q4 | $16.7M | Buy |
+78,679
| New | +$16.7M | 0.31% | 46 |
|
|
2024
Q3 | – | Sell |
-91,094
| Closed | -$19.2M | – | 376 |
|
|
2024
Q2 | $19.2M | Sell |
91,094
-3,886
| -4% | -$819K | 0.48% | 36 |
|
|
2024
Q1 | $19.6M | Sell |
94,980
-6,438
| -6% | -$1.33M | 0.44% | 51 |
|
|
2023
Q4 | $19.2M | Sell |
101,418
-29,992
| -23% | -$5.68M | 0.47% | 48 |
|
|
2023
Q3 | $25M | Sell |
131,410
-17,647
| -12% | -$3.36M | 0.55% | 37 |
|
|
2023
Q2 | $28M | Sell |
149,057
-41,906
| -22% | -$7.88M | 0.51% | 36 |
|
|
2023
Q1 | $31.8M | Sell |
190,963
-18,761
| -9% | -$3.12M | 0.44% | 38 |
|
|
2022
Q4 | $34.7M | Sell |
209,724
-1,674
| -0.8% | -$277K | 0.47% | 38 |
|
|
2022
Q3 | $31.6M | Sell |
211,398
-2,246
| -1% | -$335K | 0.46% | 36 |
|
|
2022
Q2 | $33.2M | Sell |
213,644
-570
| -0.3% | -$88.5K | 0.51% | 32 |
|
|
2022
Q1 | $36.5M | Sell |
214,214
-11,988
| -5% | -$2.04M | 0.49% | 34 |
|
|
2021
Q4 | $39.3M | Sell |
226,202
-1,736
| -0.8% | -$302K | 0.64% | 26 |
|
|
2021
Q3 | $34.5M | Sell |
227,938
-2,346
| -1% | -$355K | 0.44% | 34 |
|
|
2021
Q2 | $32.4M | Sell |
230,284
-3,052
| -1% | -$429K | 0.41% | 43 |
|
|
2021
Q1 | $28.4M | Buy |
233,336
+6,722
| +3% | +$819K | 0.4% | 45 |
|
|
2020
Q4 | $26.5M | Buy |
226,614
+2,451
| +1% | +$287K | 0.39% | 43 |
|
|
2020
Q3 | $25.7M | Buy |
224,163
+633
| +0.3% | +$72.6K | 0.42% | 38 |
|
|
2020
Q2 | $24M | Buy |
223,530
+14,091
| +7% | +$1.51M | 0.45% | 38 |
|
|
2020
Q1 | $18.1M | Buy |
209,439
+8,464
| +4% | +$732K | 0.44% | 42 |
|
|
2019
Q4 | $22.4M | Buy |
200,975
+488
| +0.2% | +$54.4K | 0.41% | 45 |
|
|
2019
Q3 | $20.1M | Buy |
200,487
+1,751
| +0.9% | +$175K | 0.4% | 48 |
|
|
2019
Q2 | $19.8M | Sell |
198,736
-4,337
| -2% | -$433K | 0.67% | 43 |
|
|
2019
Q1 | $19.1M | Buy |
203,073
+37,574
| +23% | +$3.53M | 0.75% | 40 |
|
|
2018
Q4 | $13.2M | Buy |
165,499
+6,257
| +4% | +$499K | 0.56% | 57 |
|
|
2018
Q3 | $13.2M | Buy |
159,242
+5,101
| +3% | +$422K | 0.47% | 71 |
|
|
2018
Q2 | $12.6M | Sell |
154,141
-1,096
| -0.7% | -$89.8K | 0.48% | 63 |
|
|
2018
Q1 | $12.8M | Buy |
155,237
+970
| +0.6% | +$80.1K | 0.49% | 67 |
|
|
2017
Q4 | $12.6M | Sell |
154,267
-3,270
| -2% | -$266K | 0.47% | 71 |
|
|
2017
Q3 | $13.2M | Sell |
157,537
-1,550
| -1% | -$130K | 0.51% | 67 |
|
|
2017
Q2 | $12.4M | Sell |
159,087
-3,787
| -2% | -$295K | 0.49% | 69 |
|
|
2017
Q1 | $12M | Sell |
162,874
-12,258
| -7% | -$906K | 0.48% | 66 |
|
|
2016
Q4 | $11.8M | Buy |
175,132
+21,035
| +14% | +$1.42M | 0.49% | 66 |
|
|
2016
Q3 | $10.4M | Buy |
154,097
+37,681
| +32% | +$2.53M | 0.42% | 79 |
|
|
2016
Q2 | $7.97M | Buy |
116,416
+7,109
| +7% | +$487K | 0.33% | 89 |
|
|
2016
Q1 | $6.65M | Sell |
109,307
-2,808
| -3% | -$171K | 0.27% | 93 |
|
|
2015
Q4 | $6.22M | Sell |
112,115
-11,318
| -9% | -$628K | 0.25% | 100 |
|
|
2015
Q3 | $6.45M | Buy |
123,433
+5,987
| +5% | +$313K | 0.25% | 102 |
|
|
2015
Q2 | $6.66M | Buy |
117,446
+7,960
| +7% | +$451K | 0.22% | 116 |
|
|
2015
Q1 | $6.14M | Buy |
109,486
+51,218
| +88% | +$2.87M | 0.2% | 127 |
|
|
2014
Q4 | $3.34M | Buy |
+58,268
| New | +$3.34M | 0.11% | 177 |
|